Operations · Back-Office Automation
Get your
nights and Sundays
back.
Invoices that file themselves against the right job. Proposals out before you get back to the truck. Job boards that update without anybody updating them. The unglamorous work that quietly eats your week.
A screen recording of an automation running goes here. Owners believe what they can watch.
The Problem
The company runs on you remembering things.
Material invoices pile up in an inbox until somebody sorts them. Proposals get written at 9pm because there wasn't time during the day. Where a job stands depends on who you ask. None of it is hard work — it's just work that only happens when a person does it, and that person is usually you.
Every hour spent here is an hour not spent selling or running crews.
Watch
What the back office looks like when it runs itself.
Built inside our own contracting company before it was ever sold to anybody.
- Invoices that file themselves
- Proposals out the same day
- The evenings you get back
What Gets Built
The pieces, and what each one does.
Invoice & Cost Capture
Supplier invoices arrive by email, get read automatically, and attach themselves to the right job. Material cost stops being a month-end surprise and becomes something you can see per job.
Instant Proposal Generation
Measurements and scope in, branded multi-option proposal out, in minutes. Same pricing logic every time, so your numbers stop depending on how tired the estimator was.
Job & Production Tracking
A board that reflects reality because it updates itself from the systems your crews already use, instead of from somebody remembering to move a card.
Customer Communication
Automatic updates at the moments customers get nervous — scheduled, on the way, completed, warranty. Fewer "any update?" calls to your office.
Collections & Documents
Invoices, payment reminders and the paperwork that protects you — contracts, change orders, preliminary notices where your state requires them — generated and tracked on schedule.
Owner Dashboard
One screen with the handful of numbers that actually run the company — sold, scheduled, produced, collected — instead of five tabs and a gut feeling.
Sequence
From signature to hours back
Time audit
We map where your week actually goes and what each recurring task costs you in hours. Then we automate the expensive ones first, not the easy ones.
Build against your tools
Whatever you already run — your CRM, your accounting, your suppliers — we build into it. Ripping out working software to sell you new software isn't a service.
Run parallel
New automation runs alongside the old way until it's proven. Nobody flips the switch on a company's invoicing and hopes.
Train and hand over
Your office staff gets trained and documented, so the system survives somebody going on vacation.
Proof
Every one of these ran in our own office.
The invoice automation, the proposal engine and the job tracking were built for Certified Contracting because the alternative was doing them by hand.
Invoice-to-Job Automation
Supplier invoices parsed out of email and matched to the right job in the CRM automatically.
Instant Proposal Engine
Branded multi-option proposals generated from measurements in the time it takes to walk back to the truck.
CRM & Closing App
A custom CRM and iPad closing flow with a dynamic roof health report, built because nothing off the shelf fit.
Questions
Straight answers
Do I have to change software?
Is my data safe?
What if my team won't use it?
Where should I start?
Can you handle compliance paperwork?
Goes With This
Automating the office is half of it.
The other half is what happens the day somebody new walks in. If the process only exists in your foreman's head, automation has nothing to enforce.
Start Here
Let's find your hours.
Twenty minutes. Tell me what you did after dinner last week and I'll tell you what can be automated.